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JPMorgan Ultra-Short Income ETF
JPST

Overview Fund Activity

360 hedge funds and large institutions have $4.34B invested in JPMorgan Ultra-Short Income ETF in 2019 Q2 according to their latest regulatory filings, with 62 funds opening new positions, 190 increasing their positions, 84 reducing their positions, and 26 closing their positions.

Holders
360
Holders Change
+29
Holders Change %
+8.76%
% of All Funds
7.83%
Holding in Top 10
73
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+7.35%
% of All Funds
1.59%
New
62
Increased
190
Reduced
84
Closed
26
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$284M
2
Morgan Stanley
2
Morgan Stanley
New York
$543M
3
Bank of America
3
Bank of America
North Carolina
$520M
4
GC
4
Guggenheim Capital
Illinois
$31M
5
AIM
5
Astor Investment Management
Illinois
$58.9M

Top Sellers

1
S
1
SignatureFD
Georgia
$79.6M
2
AF
2
Allworth Financial
California
$168M
3
JIP
3
Jaffetilchin Investment Partners
Florida
$1.66M
4
SWM
4
Sanctuary Wealth Management
Idaho
$1.24M
5
TYCC
5
Texas Yale Capital Corp
Florida
$15.9M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$543M 10,779,935 +1,370,900 +15%
Bank of America
2
Bank of America
North Carolina
$520M 10,325,458 +920,816 +10%
Wells Fargo
3
Wells Fargo
California
$284M 5,628,552 +2,804,555 +99%
UBS Group
4
UBS Group
Switzerland
$191M 3,798,969 +91,989 +2%
AF
5
Allworth Financial
California
$168M 3,330,676 -1,412,260 -30%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$140M 2,787,350 +205 +0%
S
7
SignatureFD
Georgia
$79.6M 1,580,239 -2,210,681 -58%
RJA
8
Raymond James & Associates
Florida
$72.2M 1,432,021 +253,979 +22%
LPL Financial
9
LPL Financial
California
$68.5M 1,360,370 +520,512 +62%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$68.2M 1,352,581 +62,369 +5%
AIM
11
Astor Investment Management
Illinois
$58.9M 1,169,784 +586,774 +101%
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$57.6M 1,143,066 -109,020 -9%
RJFSA
13
Raymond James Financial Services Advisors
Florida
$56.5M 1,121,362 +20,396 +2%
GBBWRPM
14
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$55.8M 1,107,504 +143,222 +15%
SFG
15
Sage Financial Group
Pennsylvania
$54.9M 1,089,254 +16,175 +2%
QA
16
Quantitative Advantage
Minnesota
$51.3M 1,018,652 +5,517 +0.5%
RW
17
REDW Wealth
New Mexico
$51.2M 1,016,572 +20,304 +2%
NAM
18
NorthCoast Asset Management
Connecticut
$47.2M 935,716 +71,441 +8%
AWS
19
AJ Wealth Strategies
New York
$45M 893,136 +241,378 +37%
LA
20
Lau Associates
Delaware
$44.6M 884,847 +280,895 +47%
QCG
21
Quadrant Capital Group
Ohio
$44.5M 883,518 -12,890 -1%
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$43.7M 867,092 +208,992 +32%
PWAG
23
Polaris Wealth Advisory Group
California
$38.9M 772,503 +1,553 +0.2%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$38M 753,590 +274,191 +57%
GFPC
25
Global Financial Private Capital
Florida
$37M 733,344 +304,717 +71%
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